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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,684 | $51,184+124.1% | $66,439+72.6% | $86,983+31.8% |
| Participation rate | 51.1% | 68.5%-17.3pp | 74.5%-23.4pp | 69.5%-18.4pp |
| Annual return | 9.41% | 17.07%-7.7pp | 757.66%-748.3pp | 25.83%-16.4pp |
| Employer contribution / active EE | $3,899 | $2,023+92.8% | $2,637+47.9% | $2,584+50.9% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $25,634 | $4,154+517.1% | $6,173+315.2% | $7,856+226.3% |